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TCI Wealth Advisors’s CrowdStrike CRWD Stock Holding History

TCI Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-564
Closed -$19.4K – 665
2023
Q1 		$19.4K Sell
564
-136
-19% -$3.93K ﹤0.01% 724
2022
Q4 		$18.4K Sell
700
-628
-47% -$21.5K ﹤0.01% 736
2022
Q3 		$55K Sell
1,328
-712
-35% -$32.6K 0.01% 342
2022
Q2 		$86K Sell
2,040
-284
-12% -$12.9K 0.01% 268
2022
Q1 		$132K Buy
2,324
+560
+32% +$26.1K 0.02% 222
2021
Q4 		$90K Buy
1,764
+100
+6% +$6.09K 0.01% 290
2021
Q3 		$102K Buy
1,664
+152
+10% +$9.81K 0.02% 280
2021
Q2 		$95K Buy
1,512
+548
+57% +$29.5K 0.02% 286
2021
Q1 		$44K Buy
964
+196
+26% +$10.4K 0.02% 372
2020
Q4 		$41K Buy
768
+736
+2,300% +$28.7K 0.02% 370
2020
Q3 		$1K Buy
+32
New +$932 ﹤0.01% 1298

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCI Wealth Advisors's CRWD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CrowdStrike (CRWD) in Q2 2023, closing a stake of 564 shares — an estimated $19.4K sold.

TCI Wealth Advisors first reported a position in CRWD in Q3 2020 and held it in 11 quarters. The position peaked at $132K in Q1 2022. 1,061 funds tracked by Wall St. Rank hold CRWD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining CrowdStrike position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 564 CrowdStrike shares in Q2 2023, an estimated $19.4K.
  • TCI Wealth Advisors first reported a position in CrowdStrike in Q3 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's CrowdStrike position peaked at $132K in Q1 2022.
  • 1,061 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.